On this tab, you can specify additional terms for the Proforma Invoice. There are no required fields.
The "Proforma Invoice (create)" form. The Additional Information tab
You can enter the number and date of the incoming document on which this document is based, in the In. Doc. # and From fields, respectively. If this Proforma Invoice is based on the Customer Order or other document, the values are filled in automatically.
The Bank Account field is populated with the default bank account of the entity. You can select another bank account to which you are planning to receive the payment.
In the Department field, you can specify a department related to the sale. The default value can set on the Personal Settings form. To open the departments list, click the Show all hyperlink in the drop-down list.
The Responsible field displays the employee responsible for this document. If you have selected the default employee for your work on the Personal Settings form, this default value will appear in the field; in any case, you can select an employee from the Employees list.
In the Delivery Terms field, select the appropriate terms for delivery of the goods. The terms will be used in the document print forms.
The Payment Terms field is populated with the payment terms of the customer that were used in the basis.
In the Terms and Conditions text box, add any information relevant for the printed document.